What an eventful year 2020 was! But with a change in administration Stateside we thought we should take a moment to dig out the crystal ball and try to grapple with what this means for us in the year to come and the markets in general. As with all predictions, please...
Global Equities
Mobility Part 5: Why Now? The Revolution Ain’t Waiting For You
Over the past few weeks we have tried to elaborate upon what is turning out to be one of the most interesting and dynamic secular growth stories of the coming decades and perhaps century. And so, we would like to use this article as a conclusion of sorts, namely...
Adjusting to a Shifting World Order
Recent weeks have highlighted the rather uncomfortable and somewhat frosty relationship between our nation and our largest trading partner. Hence we thought it might be pertinent to revisit the topic, something we first elaborated upon in the infancy of the Trump...
Mobility Part 4: Connectivity, Shared Mobility & 2 Stocks to Consider
This week we continue (and conclude) our series on the mobility thematic with the final two pillars in our framework, that is connectivity and shared mobility. Both of these pillars are intrinsically interrelated and are perhaps where we have seen the greatest focus...
Mobility Part 2: We’re gonna rock down to Electric Avenue
This week we visit the first of the categories within mobility, that is the most obvious, the electrification of transport and automobiles. There are several key catalysts for this process including the continued adoption of regulatory frameworks by governments...
What To Watch Headed Into 2021 (Hint: it’s not the election)
Sid Ruttala fleshes out a number of the points that Robert Swift has been talking about in his weekly Ausbiz appearances. Heading into the pointy end of the US presidential election, there is always heightened uncertainty in investment markets and (as much as we might...
Talking Top Twenty | Part 5: Goodman, Newcrest & Woodside
Sid Ruttala once again delves into the top end of the market, working his way down the larger companies on the ASX. This week we look at Goodman Group (GMG), Newcrest Mining (NCM) and Woodside Petroleum (WPL). Below are the previous articles in this series: Talking...
Talking Top Twenty: MQG, TLS & RIO
Sid Ruttala continues his exploration of the top end of the market, this time moving just past the surface of the ASX and going outside the Top Ten. This week we look at Macquarie Group (MQG), Telstra Corporation (TLS) and Rio Tinto (RIO). This week we continuing...
Talking Top Ten | Part 3: Fortescue, Woolies & Transurban
We continue this week with the last of the top ten, namely FMG, WOW and TCL. Looking at the key highlights and Sid Ruttala's notes around each. Part 1: The Banks Part 2: CSL, BHP & Wesfarmers Fortescue Metals (FMG.ASX) Firstly, credit where it's due, the CEO...
A Look Under the Hood | 3 Stocks That Were Up 40% in July
Kevin Smith takes a look at one long-term holding and two more recent acquisitions, all of which performed very well in July 2020, each stock rising by more than 40% for the month. High volatility has been a feature of the equity markets in the region during the past...
Nextera Energy: Having your Cake and Eating it?
Infrastructure companies are essential providers of facilities and structures for the effective operation of a business, state, or economy. They are indispensable to sustainable growth and enjoy stable demand, growing profitability and provide above average yields to...
The Logical Next Step To Prolonging The Resources Boom?
This week we continue our exploration of the energy thematic and look at another (perhaps misunderstood) sector, nuclear, and the potential for uranium as an investment. First let me start with a disclaimer, since I am particularly passionate about this topic it might...